+255.4%
IOVA vs VOO
+18.2%
+237.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +4.5% |
| 7D | -2.2% | -0.8% | -1.4% | -1.1% |
| 30D | +27.6% | -1.1% | +28.7% | +29.3% |
| 3M | +117.2% | +3.9% | +113.3% | +102.6% |
| 6M | +77.7% | +13.6% | +64.1% | +42.2% |
| YTD | +215.0% | +12.7% | +202.3% | +154.7% |
| 1Y | +255.4% | +17.6% | +237.8% | +157.2% |
| All | +255.4% | +18.2% | +237.2% | +157.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling